-44.5%
USO vs VOO
+812.0%
-856.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +3.2% |
| 7D | +3.6% | +0.5% | +3.0% | +3.2% |
| 30D | +23.8% | -0.9% | +24.7% | +24.4% |
| 3M | +8.1% | +3.9% | +4.2% | +4.8% |
| 6M | +34.3% | +14.5% | +19.7% | +20.7% |
| YTD | +111.1% | +13.0% | +98.2% | +91.2% |
| 1Y | +99.9% | +19.4% | +80.5% | +73.9% |
| 3Y | +86.5% | +78.9% | +7.6% | +18.9% |
| 5Y | +200.5% | +82.3% | +118.3% | +84.3% |
| 10Y | +66.5% | +314.2% | -247.7% | -49.3% |
| All | -44.5% | +812.0% | -856.5% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling